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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,536 | $118,467-97.0% | $98,450-96.4% | $139,456-97.5% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 69.65% | 18.95%+50.7pp | 21.16%+48.5pp | 373.45%-303.8pp |
| Employer contribution / active EE | $1,481 | $3,611-59.0% | $3,049-51.4% | $4,753-68.8% |
| Participant deferral / active EE | $1,504 | $5,393-72.1% | $4,739-68.3% | $6,711-77.6% |
| Admin fee / account holder | $320 | $14,057-97.7% | $8,961-96.4% | $11,407-97.2% |